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Bonus Lunch Session Onsite Only

ENG24LL02. Empower Your Firm: Harnessing CAS 2.0® to Elevate Client Relationships - presented by CPA.com

Many client advisory services (CAS) practices are facing growing pains across the board - staffing and upskilling, tech stack design and implementation, pricing and packaging - just to name a few. CPA.com provides expert coaching and consulting services to help firms overcome roadblocks and achieve long-term growth. Join our session to explore how CPA.com's progressive, guided approach to CAS transformation can lead your firm in making progress across 7 key strategic themes. Learn how your firm can partner with CPA.com to reach your goals faster and tap into your firm's true potential for advisory transformation.

Learning Objectives:

  • Explore CPA.com's approach to CAS transformation across 7 key strategic themes.
  • Recognize what it means to re-envision CAS and what it takes to align on vision and mission.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Basic
Prerequisites
0-2 years in the profession
Advanced Preparation
None
Session Tags
NAA
TCH
PRA